Andersen Effect

  

In 2001, energy trading company Enron had well, let's call it a few problems. For that matter, so did Arthur Anderson, the company’s accounting firm...but we’ll get to that.

A handful of Enron executives had spent the previous few years using a variety of accounting tricks to hide massive losses at the firm. As a result, they got rich off of stock options and self-dealing side hustles using the company’s assets.

Through it all, Arthur Anderson, acting as the company’s auditor (meaning the firm was fundamentally in charge of making sure Enron’s books were correct) signed off on the dodgy balance sheet. It all came to a head in 2001, when the company imploded in a flurry of massive write downs and indictments of top executives.

Eventually, Arthur Anderson itself was found guilty of various infractions, including shredding documents in an attempted cover up. The conviction was eventually overturned, but the scandal led to the so-called “Anderson Effect”...basically, after that, auditors would be reluctant to be push overs for the companies they worked for and conduct a more stringent review of results.

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finance a la shmoop what are unsuitable recommendations I'm putting little old

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ladies in extremely risky venture capital investments that likely don't [Old lady cartoon travels along ventural capital timeline]

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get liquid for a decade yeah that's unsuitable putting the whole

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portfolio of twenty-eight year olds in US government short term paper [28 year old portfolio opens]

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unsuitable telling anyone to buy lottery tickets unsuitable the basic idea is

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that if you are guiding a client as their investment advisor you have to you

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know do right by them so that you match their tolerance for risk and reward

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old people for the most part just want to live their golden years in peace so

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that they don't have to lean on their kids for financial support do they care [Children sitting on sofa]

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at least probably none is by the time the investments pay off they'll likely

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be doing backstroke Six Feet Under you know on a gentle sloping hill with a [Man points to gravestone]

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view of the babbling brook or be so old and well they won't know the difference

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yeah so they want their money safe just to keep up with inflation maybe a little [Elderly man sitting in rocking chair]

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bit better than that and they want it to be managed with low risk until you know

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the end young people have kind of the opposite concern ie not taking enough [Young girl holding bonds]

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risk being too safe and just owning safe US government paper well that has them

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losing buying power over time after tax three percent government paper a tax

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worry about drawing on their savings so they can handle this ups downs sideways

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was 50 years ago relative to today and while they go via one path or another

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life their stage in life like your age their level of wealth their tolerance [List of considerations appear]

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